[Analysis: The AI Computing Power Market is Undergoing a Shift, Funds Flowing from Memory Chips to Cloud Providers] Garrett Jin, an agent of '1011 Insider Whale,' published an analysis pointing out that there has been a significant structural change in the market this week. Funds within the AI industry chain are being redistributed, with signs that the memory chip market has reached a short-term peak. Micron's stock price encountered resistance and retreated near $1,250, despite earnings outperforming expectations. However, the stock price continues to decline on heavy volume, exhibiting the typical top pattern of 'weakness after good news is priced in.' Similarly, South Korea's SK Hynix and Samsung Electronics have also weakened. Data shows that over the past two months, foreign capital has withdrawn more than 100 trillion Korean won (approximately $65 billion) from the South Korean stock market. The true direction of capital flow is not toward small and mid-cap AI concept stocks but rather toward core cloud computing giants such as Google, Microsoft, and Amazon.